Скачать или смотреть The 2026 Software Crash: Why Salesforce & Adobe Are Dying (The Death of SaaS)

Are you still investing in traditional SaaS? You might be acting more like a charity donor than an investor. We are witnessing the complete death of a business model that has defined the tech world for over 15 years: The Seat Model.

In this video, we perform a cold, hard autopsy on the SaaS industry. For a decade, Wall Street loved the predictability of "per-seat" licensing—hire a human, buy a seat. But a new reality has shattered this logic: AI agents don’t need chairs, desks, or Slack logins.

Key highlights in this deep dive:
• The Shift from Tool to Worker: Why we are moving from "Software you use" (the shovel) to "Software that does" (the robot).
• Case Studies in Carnage: Why giants like Salesforce (CRM)∗∗and∗∗Adobe(ADBE) are seeing their moats evaporate as AI agents replace human sales teams and creative workflows.
• The Great Value Rotation: How capital is fleeing the "UI Layer" and flowing into the Compute Layer.
• New Rules for Investing: Why you must stop "buying the dip" on headcount-dependent companies and start following the tokens and proprietary data.

The era of "Software is eating the world" is over. We are entering the "Death of the Dashboard" phase, where the future of software isn't an interface you look at, but a simple "Done" notification on your phone.

Are you prepared to bet on Silicon over Humans?